{"id":2430,"date":"2023-10-16T05:00:47","date_gmt":"2023-10-16T12:00:47","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=2430"},"modified":"2023-12-04T12:18:17","modified_gmt":"2023-12-04T11:18:17","slug":"email-and-telegram-notification-templates-for-employees-and-contacts-with-extended-access-to-planfix","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/use-cases\/email-and-telegram-notification-templates-for-employees-and-contacts-with-extended-access-to-planfix\/","title":{"rendered":"Email and Telegram Notification Templates for Employees and Contacts with Extended Access to Planfix"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/p.pfx.so\/pf\/bo\/ZrSd5e.jpg\" alt=\"Email and Telegram Notification Templates\" title=\"Email and Telegram Notification Templates | Planfix\"\/><\/figure>\n\n\n\n<p>We are actively working on Planfix. There are occasions when it is more convenient to receive various <a href=\"https:\/\/planfix.com\/features\/notifications\/\" target=\"_blank\" rel=\"noopener\" title=\"\">notifications<\/a> via email or, even better, immediately on Telegram, for example, about the creation of a new task. Previously, in Planfix, system notifications were responsible for this.<\/p>\n\n\n\n<p>But they had a significant drawback \u2014 the messages were formed from a list of fields, including technical and sometimes completely unnecessary ones. At the same time, important fields \u2014 the title and description of the task \u2014 were lost in the list.<\/p>\n\n\n\n<p>Now you can set up notifications via email and Telegram for employees and contacts with access to Planfix. We&#8217;ve given you the ability to fully customize these notifications, which means they can now contain data only from the fields you need, and you can hide unnecessary information.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Here You Can Learn Now to Work with Email Notification Templates<\/strong><\/h2>\n\n\n\n<p>To set up notifications, go to the &#8220;Account management&#8221; \u2014 &#8220;Email&#8221; \u2014 &#8220;Outgoing messages&#8221; section:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/HP\/D6Myeu.png\" alt=\"Notification Templates\" title=\"Notification Templates in Planfix\"\/><\/figure>\n<\/div>\n\n\n<p><br><em>Notification settings<\/em><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>New Feature Options When Working with Email Notification Templates<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>We\u2019ve renamed the old &#8220;Notification templates&#8221; section to &#8220;External contact notification templates.&#8221; In this section, you can now set up automated email notification templates that will be sent to external contacts with basic access to the system.<\/li>\n\n\n\n<li>We\u2019ve also added a new section called &#8220;Employee notification templates&#8221;. In this section, you can set up email notification templates for employee alert that will be sent to employees and contacts with advanced access to the system<strong>.<\/strong> <\/li>\n<\/ul>\n\n\n\n<p>All types of letters available in Planfix for employees have been added to the section &#8220;Notification templates for employees&#8221;:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/L5\/6rGVd2.png\" alt=\"List of All E-mail Notification Templates\" title=\"List of All E-mail Notification Templates | Planfix\"\/><\/figure>\n\n\n\n<p><em>Notification templates for employees<\/em><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Notifications are easily customizable. Click on the template name, the editor will open, and now you can configure the template according to your needs:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/vX\/HOvWHH.png\" alt=\"Editing the Notification Template for Task Creation\" title=\"Editing the Notification Template for Task Creation | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p><em><br>Template configuration<\/em><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Note that you can use text in the subject and content of the letter template and different fields that will be added as variables.<\/p>\n\n\n\n<p>Remember that email subject lines must match all the templates, so that the staff notification emails can be collected into chains for one task.<\/p>\n\n\n\n<p>The flexibility in setting up notifications and templates will expand the possibilities of <a href=\"https:\/\/planfix.com\/integrations\/email\/\" target=\"_blank\" rel=\"noopener\" title=\"\">integration with emails<\/a> and make your teams&#8217; work more efficient.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to Work with Telegram Notification Templates<\/strong><\/h2>\n\n\n\n<p>Working with <a href=\"https:\/\/planfix.com\/integrations\/telegram\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Telegram integrations<\/a> has become even more convenient thanks to the personalization of notifications. As a reminder, enabling this feature and selecting events for notification is done by a single user. But now you can also configure the content of these notifications.<\/p>\n\n\n\n<p>To set them up, go to &#8220;Account Management&#8221; \u2014 &#8220;Integrations&#8221; \u2014 &#8220;Messenger&#8221; \u2014 &#8220;Telegram&#8221; \u2014 &#8220;Telegram Notifications&#8221;:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/Qg\/bEoKFx.png\" alt=\"List of All Notifications in Telegram\" title=\"List of All Notifications in Telegram | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p><em><br>Telegram notification settings<\/em><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Pick the proper notification and edit it:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/SD\/EivP5s.png\" alt=\"Editing a Notification for Telegram About Task Creation\" title=\"Editing a Notification for Telegram About Task Creation | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p><em><br>Notification editing<\/em><\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Conclusion<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>System notification templates can be customized.<\/li>\n\n\n\n<li>Templates have already been created for notifications via email and Telegram.<\/li>\n\n\n\n<li>Notifications are received by employees and contacts with extended access to Planfix.<\/li>\n<\/ul>\n\n\n\n<p>By setting up custom notificatins, you can quickly respond to incoming requests and letters from clients and improve<a href=\"https:\/\/planfix.com\/task-management\/\" target=\"_blank\" rel=\"noopener\" title=\"\"> task management<\/a> efficiency.<\/p>\n\n\n\n<p>Enjoy the convenience of custom notification settings for Telegram and <a href=\"https:\/\/planfix.com\/integrations\/email\/\" target=\"_blank\" rel=\"noopener\" title=\"\">email integrations.<\/a> The Planfix team constantly improves the platform to make your user experience even more comfortable.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We are actively working on Planfix. There are occasions when it is more convenient to receive various notifications via email or, even better, immediately on&#8230;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"yes","footnotes":""},"categories":[12],"tags":[304,242,238,340,180],"class_list":["post-2430","post","type-post","status-publish","format-standard","hentry","category-use-cases","tag-automation","tag-email","tag-integrations","tag-notifications","tag-telegram"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/2430","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=2430"}],"version-history":[{"count":28,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/2430\/revisions"}],"predecessor-version":[{"id":3180,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/2430\/revisions\/3180"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=2430"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=2430"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=2430"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}